Hot Leads/Cold Prospects will automatically change to a "Client" as soon as:

  •  an Invoice is sent 

-OR-

  • a Quote is Accepted 

-OR-

  • A contract is signed 


You can always change the category back to "Hot Lead" or even "Cold Prospect"/"Other" by selecting:  "Edit Contact"  and using the dropdown shown below:

Keywords: Contact record, Lead, Hot lead, Client, category 

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